Upcoming

Events

Our events are the closest thing to being a Carson Partner and a great opportunity to see if we’re the right fit for you. We’re on the road year-round meeting amazing advisors who want to provide incredible experiences for their clients and prospects.

We also offer hands-on, interactive webinars about topics that meet you right where you are today – no travel necessary. Both give you the chance to see how we think, experience our technology and get your questions answered. We’re looking forward to seeing you soon!

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Omaha Events

Omaha Partner Experience

November 6 @ 8:00 am - November 7 @ 5:00 pm
Are you Serious about Growing Your Firm, Simplifying Your Life or Finding a Succession Solution? The Omaha Partner Experience is designed to give you a taste of what it means to become a Carson Partner. During your two-day stay in Omaha, you’ll get a firsthand look at why our partners see an average of 40 percent growth their first year, and how you can experience similar results. At our headquarters, you’ll spend two days meeting the...
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Regional Events

Momentum: Grow Your Advisory Business Like Never Before

November 8 @ 11:00 am - 1:00 pm
This exclusive advisor marketing workshop will teach you how to better grow your firm and partner with the top marketing team for advisors. Join us at Truluck’s in Southlake at 11 a.m. CST on Friday, Nov. 8, to discuss how to grow your advisory business using proven marketing strategies. You can learn how Ron Carson and his partners are building some of the fastest growing firms in our industry – and see how you can deliver a truly...
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Regional Events

Momentum: Grow Your Advisory Business Like Never Before

November 13 @ 11:00 am - 1:00 pm
This exclusive advisor marketing workshop will teach you how to better grow your firm and partner with the top marketing team for advisors. Join us at Sullivan’s Steakhouse in Chicago at 11 a.m. CST on Wednesday, Nov. 13, to discuss how to grow your advisory business using proven marketing strategies. You can learn how Ron Carson and his partners are building some of the fastest growing firms in our industry – and see how you can deliver a...
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Webinars

Closing the Deal: How To Turn A Lead Into A Client

November 14 @ 1:00 pm - 2:00 pm
Converting leads into clients is the foundation of any successful practice. Each prospect is unique. Whether they’ve downloaded a guide off your website or are a cold lead you just met, how can you educate and motivate them without applying too much pressure? Join us Thursday, Nov. 14, at 1 p.m. CT, when Scott Wood – Carson Executive Business Coach – moderates a Q&A with Carson Wealth Managing Partners Scott Ford and Michael David....
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Webinars

4 Steps to Choosing the Right Succession Plan

November 21 @ 1:00 pm - 2:00 pm
Succession planning can feel like just another thing on your plate – one you put off for a long time. Why should you plan for the end when you’re still growing your business? Well, you’re not alone. Only 40% of advisors have a solid succession plan in place. Clearly, something is holding more than half of advisors back. Join us Thursday, Nov. 21, at 1 p.m. CDT for our webinar: “4 Steps to Choosing the Right Succession Plan.” Jason Carver,...
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Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

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Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

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